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Automation Suite on Linux installation guide

Last updated May 15, 2026

Configuring the backup store

Providing the backup store configuration

To back up and restore your cluster, you must provide the location of the cluster snapshots to the Automation Suite cluster via cluster_config.json.

Make the following changes to your cluster_config.json before enabling a scheduled backup or taking an on-demand backup.

You can provide this information during the installation of the Automation Suite cluster or later, as a post-installation operation, while enabling or taking the backup of the cluster.

cluster_config.json example

  • For NFS server backup, use the following cluster_config.json sample:
{
 //... cluster_config.json
  "snapshot": {
    "enabled": true,
    "nfs": {
      "server": "nfs_server_endpoint",
      "location": "nfs_server_mountpoint"
    }
  }
}
{
 //... cluster_config.json
  "snapshot": {
    "enabled": true,
    "nfs": {
      "server": "nfs_server_endpoint",
      "location": "nfs_server_mountpoint"
    }
  }
}

cluster_config.json parameters

Key

Value

server

The FQDN or the IP address of the snapshot storage location (such as mynfs.mycompany.com or 192.23.222.81 ).

location

NFS Server path, which is the mount path created according to the instructions in Step 2: Configuring the mount path . Make sure that it has sufficient permissions and that the directory structure already exists.

  • Make sure that the NFS server is reachable from all nodes.

  • As part of the next step, uipathctl mounts this path automatically. You do not need to mount this path manually.

When using Amazon EFS as NFS-compatible storage, you must set the location value to the root directory ( / ) of the EFS mount. Using subdirectories (such as /asbackup ) is not supported and will cause the mount operation to fail.

  • For external objectstore backup, use the following cluster_config.json samples:
{
//... cluster_config.json
"snapshot": {
    "enabled": true,
    "external_object_storage": {
      "bucket_name": "<s3_bucket_used_for_backup>",
      "storage_type": "s3",
      "region": "<s3_bucket_region>"
    }
  }
}
{
//... cluster_config.json
"snapshot": {
    "enabled": true,
    "external_object_storage": {
      "bucket_name": "<s3_bucket_used_for_backup>",
      "storage_type": "s3",
      "region": "<s3_bucket_region>"
    }
  }
}

The following table describes the cluster_config.json parameters for configuring an AWS S3 backup store.

KeyValue
bucket_nameThe name of the S3 bucket for storing the snapshot.
arnARN for connecting with the S3. If the node has the necessary permissions to connect to the backup objectstore, then the ARN is not needed. Otherwise, make sure to create an IAM role with the necessary permissions and add the ARN.
regionThe region where the S3 is present.
{
//... cluster_config.json
"snapshot" : {
  "external_object_storage": {
    "client_secret": "<azure_service_principal_client_secret>", 
    "resource_group": "<azure_resource_group_with_storage_account>", 
    "auth_mode": "ServicePrincipal", 
    "account_name": "<azure_storage_account_name>", 
    "account_key": "<azure_storage_account_key>"
    "bucket_name": "<azure_container_name>",
    "client_id": "<azure_service_principal_id>",
    "subscription_id": "<azure_subscription_id>",
    "cloud_name": "AzurePublicCloud",
  },
  "aks_infra_resource_group":"<azure_infra_resource_group>"
 }
}
{
//... cluster_config.json
"snapshot" : {
  "external_object_storage": {
    "client_secret": "<azure_service_principal_client_secret>", 
    "resource_group": "<azure_resource_group_with_storage_account>", 
    "auth_mode": "ServicePrincipal", 
    "account_name": "<azure_storage_account_name>", 
    "account_key": "<azure_storage_account_key>"
    "bucket_name": "<azure_container_name>",
    "client_id": "<azure_service_principal_id>",
    "subscription_id": "<azure_subscription_id>",
    "cloud_name": "AzurePublicCloud",
  },
  "aks_infra_resource_group":"<azure_infra_resource_group>"
 }
}

The following table describes the cluster_config.json parameters for configuring an Azure backup store.

KeyValue
bucket_nameName of the container in Azure Storage Account for storing the snapshot.
resource_groupResource group in which the target Azure Storage Account for storing snapshot is present.
auth_modeMust be set to ServicePrincipal.
client_idClient ID for service principal authentication.
client_secretClient Secret for the service principal-based authentication.
account_nameName of the Azure Storage Account where the snapshot is backed up.
account_keyAccess key for Azure Storage Account where snapshot needs to be backed up.
This parameter is optional.
cloud_nameDefault value: AzurePublicCloud
Change to one of the following as applicable: AzureUSGovernmentCloud, AzureChinaCloud, AzureGermanCloud.
subscription_idSubscription ID where the Azure Storage Account for storing backup is stored.
aks_infra_resource_groupResource group where the machines and other resources for the AKS cluster are created. This is usually made and managed by Azure and starts with MC_
While other values can remain the same during backup and restore, this value will be changed during restoration. This must be the new Resource Group where the Kubernetes resources of the new AKS cluster are provisioned.
Note:

To create a service principal for authentication in azure, refer to Microsoft documentation.

  • For local disk backup, use the following cluster_config.json sample:
{
 //... cluster_config.json
  "snapshot": {
    "enabled": true,
    "local_disk": {
      "path": "/backup"
    }
  }
}
{
 //... cluster_config.json
  "snapshot": {
    "enabled": true,
    "local_disk": {
      "path": "/backup"
    }
  }
}

The following table describes the cluster_config.json parameters for configuring a local disk backup store.

KeyValue
pathLocal directory for storing snapshots.

Applying the backup store configuration

After making the changes to the cluster_config.json, as described in the previous section, run the following command to apply the configuration:

  • For NFS server and local disk configurations:

    ./bin/uipathctl manifest apply cluster_config.json --only velero,rke2-backup-hook --versions versions/helm-charts.json
    ./bin/uipathctl manifest apply cluster_config.json --only velero,rke2-backup-hook --versions versions/helm-charts.json
    
  • For external objectstore configuration:

    ./bin/uipathctl manifest apply cluster_config.json --only velero --versions versions/helm-charts.json
    ./bin/uipathctl manifest apply cluster_config.json --only velero --versions versions/helm-charts.json
    
  • Providing the backup store configuration
  • cluster_config.json example
  • Applying the backup store configuration

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